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8.8 million online mortgage searches made in May

Over 8.8 million mortgage searches online were completed in May 2009 according to research from Evaluate Technologies.

Additional data from Infoserve found that since September 2008 there has been a 94 per cent increase in the number of searches for “mortgage advisers”.

Evaluate Technologies chief executive Paul Fradgley says: “This is staggering statistic when you consider the number of actual mortgage applications generated.

“A world of opportunity is available to forward thinking brokers and IFAs able to offer them what they want. In the current financial climate, it is impossible to ignore such potential and those who align themselves with the right solution will ensure they are perfectly placed to pick up these millions on enquiries.”



Govt makes concession on Budget pension changes

The Government has agreed to increase the maximum annual contribution allowed under its anti-forestalling measures from £20,000 to £30,000 a year, in the interim period before the pension changes come into effect.

Martin Werth

Stencilled on the glass walls of the meeting rooms in Fortis’s City offices is a timeline charting key events in London’s financial history. Starting in the 1700s, the dates end at 2007, with no inclusion so far of the dramatic events of the last 18 months.

Passive funds to ‘play larger role’ in client portfolios

Passive funds will play a larger part in client portfolios as the industry moves towards a fee-based industry, concluded Brian Tora, chairman of a Cofunds roundtable yesterday.A number of industry commentators debated the role of index or tracker funds in a retail investor’s portfolio at a time when investors are cautious of losing any more […]

Flexible reversionary trusts and estate planning

The suitability of different estate planning solutions will depend on the individual’s own circumstances, needs and objectives. When considering the different solutions available there is a trade-off between inheritance tax (IHT) efficiency and access. Overall a flexible reversionary trust provides a greater level of flexibility than a discounted gift trust and can offer individuals a […]


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